Discover how CAPEX innovation and strategic partnerships are unlocking scalable, cost-efficient insect farming, enabling the alternative protein sector to grow sustainably from farm to feed to consumer.| Forward Fooding - Powering the Food & Food Tech revolution!
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email I have a post in progress on recent grand AI infrastructure headlines (and the economics thereof), which explains their conspicuous absence below. Coming soon to a bit […]| Platformonomics
Explore the latest insights on finance and AI ambitions in the Platformonomics newsletter, featuring exclusive commentary and updates.| Platformonomics
Big Tech plans to spend between $364 billion and $400 billion on AI data centers, purchasing specialized AI hardware like GPUs, and supporting cloud computing/storage capacity. The final 2Q 2025 GDP report, released last week, reveals a surge in data center infrastructure spending from $9.5 billion in early 2020 to $40.4 billion in the second... Read more →| IEEE ComSoc Technology Blog
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email There is no stock pump like an Oracle stock pump. My Writing I was forced to write not once but twice this week about Oracle’s shenanigans. Tl;dr […]| Platformonomics
Rather than further update the last post, we’ll start anew. In our preparation for this week’s Oracle earnings, we wrote: Absolute bestest most glorious company ever in entire universe of all time prepare awesome-sauce victory lap. With tomorrow’s earnings announcement the database vampire will permit us to bask in their greatness and invite us to […]| Platformonomics
Tl;dr – Oracle remains the x-axis of AI/cloud computing (but their revenue forecasts are geometric) Update: Oracle reported earnings yesterday, missing on both revenue and profit expectations and reporting slower growth than the much larger Amazon, Google, Meta and Microsoft. Free cash flow dropped deeper into the red. Oracle’s CAPEX spend dropped from $9.2 billion […]| Platformonomics
Explore the latest insights from Platformonomics TGIF, covering AWS CAPEX, Elon Musk's Grok adoption problems, and the future of tech in Europe.| Platformonomics
Explore this week's Platformonomics TGIF for insights on Q2 CAPEX from tech giants like Amazon, Google, and Meta. Stay informed!| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email No newsletter next week. Still planning a post on just how much CAPEX negative cash flow company Oracle has signed up to spend. My Writing Meta AI: […]| Platformonomics
Stay updated with Platformonomics' TGIF, featuring insights on AI investments, data centers, and the latest tech trends impacting you.| Platformonomics
Discover how a No-Code Workflow can bring clarity to CapEx renovations using BPM, BPA, and AI Agents to streamline processes and maximize ROI| Pipefy
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email -Onomics continues to …| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Leaning into the -onom…| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Denial and delusion is…| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Another week! CAPEX rules everything around me. Or maybe ch…| Platformonomics
By streamlining operations and creating new commercial opportunities, SaaS is helping operators to maximize their satellite missions.| Arlula
Tl;dr: “You know what’s cool? A trillion dollars.” Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 plus earlier/other CAPEX musings. When I first started to follow the cloud…| Platformonomics
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email I skipped last week…| Platformonomics
Considering new hotel operations software? Discover the key features and critical questions to guide your search.| Actabl
